Jobs at Cetera Financial Group

The Financial Institutions Management Consultant will manage strategic business planning and relationships with financial institutions, offering business consulting and wealth management expertise to drive growth and enhance client experience.

The Senior Counsel will provide legal advice and support to Cetera's business, draft complex documents, and represent the Legal Department in various projects and governance committees.

Support the Financial Planning Consultant by onboarding and servicing CPA planning relationships, meeting clients, maintaining account documentation and CRM, assisting with portfolio monitoring, conducting research, and delivering client service to retain and grow relationships.

Lead analytics and AI-enabled growth initiatives by aggregating enterprise data, building Snowflake semantic models and financial forecasts, developing agentic analytics and conversational agents, automating reporting, and delivering insights and presentations to senior leaders to support Growth Operations.

Act as a trusted partner to financial advisors and institutions by mentoring, coaching, and supporting the full sales cycle. Drive advisor growth, retention, and verified asset adoption through strategic segmentation, pipeline management, onboarding collaboration, and facilitation of subject-matter experts. Provide hands-on implementation support and resolve escalations to strengthen institutional relationships and wealth solution adoption.

Support Registered Representatives by preparing client paperwork, scheduling appointments, performing transactions, maintaining client records, conducting client outreach, organizing events, and ensuring timely service delivery while following compliance and corporate systems.

The Compliance Analyst ensures all retail communication meets state and federal regulations, manages compliance reviews, and assists with regulatory inquiries.

The Trading Specialist will assist with administrative tasks, support the Trading Desk, address inquiries, ensure compliance, and resolve trading issues.

The Associate Financial Planner collaborates with CPAs to provide financial planning services and develop client relationships, facilitating onboarding and service delivery while achieving financial independence for clients.

Lead a Regional Growth Team to achieve sales goals, manage advisor relationships, and enhance organic growth. Oversee engagement plans and sales pipelines while collaborating with onboarding and sales teams.

The Wealth Management Specialist connects subset advisors to sales support teams and aids in achieving growth plans and client satisfaction.

The Financial Support Associate II provides operational support to Financial Planning Consultants, manages client communications, and assists in training Level I associates while recommending process improvements.

The Senior Supervision Specialist will oversee compliance, review customer accounts, and provide education to financial professionals, promoting operational excellence.

The Senior Marketing Technology Manager will own and optimize the MarTech stack, focusing on platform health, integration, analytics, and AI tool adoption to enhance marketing operations.

The Senior Financial Analyst manages revenue forecasting and modeling, partnering with various departments to improve processes and reporting accuracy. Responsibilities include building driver-based models and identifying revenue performance trends.

The Client Services Representative supports Financial Advisors by managing client relationships, preparing paperwork, and improving customer service. Responsibilities include scheduling, client communication, organizing events, and maintaining compliance.

The Annuity Sales Specialist will build and maintain relationships with financial professionals, providing product guidance, sales strategies, and education on annuity solutions to enhance client outcomes.

Provide end-to-end workstation and application support in compliance-driven environments while delivering exceptional customer service and issue resolution.

The Community Leader at Cetera Investors drives revenue growth and advisor retention by directing Regional Growth Teams, managing relationships, and implementing strategic initiatives to enhance organizational performance and compliance.

Manage and support WAN, multi-cloud networks, lead network engineering team, implement AI for proactive monitoring, and ensure network uptime.